CF.007.3 Manage Cashiering (Local SACR Configuration) (Project Archive)

User Acceptance Test Overview

Prior to daily cashiering activities taking place on your campus, several pages in ctcLink need to be configured. These steps will also be necessary when new employees need to be set up cashiers. The information below is intended to provide colleges guidance on performing a User Acceptance Test on the business process of managing a cashiers office set up processes. The business process flow will guide users on how to create a tender, add a new cashier and assign a valid tender, understand item types, and to create and update speed type keys.

Self-Paced Training Materials (Advanced Prep)

To prepare yourself in advance for the richest testing experience below are required Canvas Courses. Successful course completion is a prerequisite to participate in all UAT activities.

  • CS:SF101 Cashiering

To register for these required courses visit the ctcLink Training Registration Page.

Instructor-Led Training Materials and Recordings

Instructor-Led Training Materials

Training Session Recordings

Background Configuration Information:

A key configuration decision for the cashiering module is how to balance the cashiering office: by Register or by Cashier.

Minimum Test Case (Data) Scenarios:

  • Process a student payment
  • Process a student using select charges to pay

Previous Step in the High Level UAT Framework:

Next Step in the High Level UAT Framework:

Links to User Acceptance Test 'How To' Information:

Overview of User Acceptance Testing

Security Matrix Mapping Information

The information below provides those completing the Security Matrix Mapping templates with the Menus, Pages and Role names needed to execute the User Acceptance Testing relevant to  this UAT guide.

CF.007.3.1 Add a New Cashier and Assign to a Valid Tender 

MENU: Navigator > Setup SACR > Product Related > Student Financials > Cashiering > Valid Cashiers
ROLENAME: ZZ SACR SF Cashiering Config

CF.007.3.2 Understand Item Types

MENU: Navigator > Set Up SACR> Product Related> Student Financials> Item Types> Item Types
ROLENAME: ZD SACR SF Local Config and ZD SACR SF Item Type Config

CF.007.3.3 Create and Update Speed Key Types

MENU: Navigator > Set Up SACR> Product Related> Student Financials> General Ledger Interface> SpeedTypes
ROLENAME: ZZ SACR SF GL Config and ZD SACR SF All Config

* All roles for Student Financials require SACR Security for Student Financials.

PDF Version of Flow Diagram for Printing

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